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HERITAGE WEALTH MANAGEMENT

HOUSTON, TX · CRD 122394 · IAPD ↗ · heritageplanners.com · 713-871-9800

$357.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
March 2026 — HERITAGE WEALTH MANAGEMENT changed its website from heritagewealthmgmt.com to heritageplanners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
March 2026 — HERITAGE WEALTH MANAGEMENT now reports custody of client assets ($41.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.